Manager of Savings and Investments Jobs in Cary, NC
A Manager of Savings and Investments in the banking industry is primarily responsible for overseeing the savings and investment portfolios of clients. They guide clients in making the most profitable financial decisions, developing investment strategies while also ensuring that they meet regulatory compliance standards. They monitor and analyze market trends, execute investment transactions and manage associated risks. They are also involved in fostering client relationships, providing financial advice and presenting investment opportunities.
Important skills for this role include strong analytical abilities, decision-making skills, a deep understanding of financial markets, and excellent communication skills. Familiarity with investment and portfolio management software is also an advantage. Certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Investment Management Analyst (CIMA) can enhance credibility and expertise. Prior to becoming a Manager of Savings and Investments, an individual may have roles such as Financial Analyst, Investment Advisor, or Portfolio Manager.
Your opportunity** _At Schwab,_ _youre_ _empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the...
- Raleigh, NC (8 miles from Cary, NC)
- 15 hours ago
- Raleigh, NC (8 miles from Cary, NC)
- 15 hours ago
Our client is seeking a detail-oriented and proactive Procurement Asset Administrator to support the procurement team in managing the lifecycle of hardware and software assets. This role is...
IT Asset Manager - Hardware Asset Management (Remote)
- Raleigh, NC (8 miles from Cary, NC)
- 12 days ago
- Raleigh, NC (8 miles from Cary, NC)
- 12 days ago
Overview This is a remote role that may be hired in several markets across the United States. This position is responsible for highly complex aspects of technology asset management tracking,...
Remote WorkIT Asset Manager - Hardware Asset Management (Remote)
- Raleigh, NC (8 miles from Cary, NC)
- 12 days ago
- Raleigh, NC (8 miles from Cary, NC)
- 12 days ago
Overview This is a remote role that may be hired in several markets across the United States. This position is responsible for highly complex aspects of technology asset management tracking,...
Remote WorkDemographic Data for Cary, NC
Moving to Cary, NC? Find some basic demographic data about Cary, NC below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Cary, NC
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Cary, NC offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Manager of Savings and Investments position
- Consulting
- Asset Management
- Presentation
- Flexibility
- Acquisitions
- Revenue Recognition
- Property Inspections
- Commercial Real Estate
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Budgets
- Asset Allocation
- Certified Financial Planner
- Reimbursement
- Series 65 Licensed
- Financial Statement Analysis
- Nationwide Mortgage Licensing System & Registry
- BSA
- Fannie Mae
- Freddie Mac
- Private Banking
- Mortgage Processing
- OFAC
- Financial Services
- Loan Servicing
- Wealth Management
- Corporate Finance
- Investment Banking
- Valuation
- Capital Markets
- Financial Statements
- Investment Management
- Financial Planning and Analysis
- Financial Planning
- Financial Modeling
- Portfolio Management
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Strategy Development
- Finance
- Accounting
- Business Development
- Written Communication
- Negotiation
- Verbal Communication
- Interpersonal Skills
- Mentoring
- Collaboration
- Documentation
- Reporting
- Coaching
- Bachelor's Degree
- Regulations
- Policy Development
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
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